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Retirement plan advisory services
Designing plans to attract and retain talent
As an employer, you know that providing effective retirement plans isn’t just the right thing to do — it is a critical differentiator to the talented people your company needs to succeed.
Your employees need well-designed plans with appropriate investment options, strong participant education programs and outstanding customer service. Your company needs that and more — you need to work with advisors that understand your business goals, your fiduciary responsibilities and the regulatory environment in which qualified plans operate.
RSM offers employee retirement plan services to help you meet these responsibilities so you can focus on what you do best — running your business.
Job losses and hardships have some investors tapping into employer-sponsored retirement savings. Learn what questions you may face.
Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.
In this issue of Retirement Report we discuss several areas that influence plan sponsors and fiduciaries of defined contribution plans.
Because of COVID-19 concerns, the IRS is extending pending deadlines for employers to adopt updated 403(b) retirement plan documents.
Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.
In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.
The SECURE Act makes changes affecting retirement benefits in qualified plans and in IRAs for both the employers and individuals.
The Act’s significant implications for individuals’ retirement and estate planning suggests that they consult with their advisors…now
IRS guidance establishes amendment deadline for 401(k) and other retirement plans to comply with new hardship distribution rules.
IRS issues guidance on voluntary employees’ beneficiary associations (VEBAs) and supplemental unemployment benefit trusts (SUBs).
How does your retirement plan measure up?
To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or